Meristem Family Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $342K | Sell |
680
-12
| -2% | -$6.04K | 0.04% | 244 |
|
|
2021
Q4 | $424K | Sell |
692
-94
| -12% | -$57.6K | 0.04% | 244 |
|
|
2021
Q3 | $478K | Buy |
786
+12
| +2% | +$7.3K | 0.05% | 235 |
|
|
2021
Q2 | $413K | Hold |
774
| – | – | 0.07% | 191 |
|
|
2021
Q1 | $325K | Hold |
774
| – | – | 0.07% | 172 |
|
|
2020
Q4 | $346K | Hold |
774
| – | – | 0.07% | 155 |
|
|
2020
Q3 | $276K | Hold |
774
| – | – | 0.07% | 152 |
|
|
2020
Q2 | $258K | Hold |
774
| – | – | 0.07% | 152 |
|
|
2020
Q1 | $224K | Buy |
+774
| New | +$224K | 0.07% | 161 |
|